Larissa Costello, CRPC®

Founding Partner

Larissa is a Registered Representative with over 20-years of experience in corporate finance and accounting roles. A Chartered Retirement Planning Counselor® (CRPC) is a professional financial planning designation awarded by the College for Financial Planning with a focus on client-centered problem solving.

Larissa takes a great pride in helping clients who are intimidated by conversations about money, investing, or those who have previously procrastinated with taking ownership of their financial future. She specializes in financial business retirement planning and wealth protection. She works with individual clients and small business owners at every stage in wealth accumulation, from first-time investors to young families looking to develop a financial plan, onwards and up to pre-retirees and retirees with diverse portfolios.

Larissa resides on the Eastern Shore and is married with three teenage sons. An avid cyclist, she has completed the Seagull Century three times. She currently serves on the board of Queen Anne’s County Mental Health Committee, and previously was on the board of the QAC United Way (2016-17) and The Chesapeake Mom’s Club (President).